Investment Returns & Comparison Desk
Precise compounding paths.
Infinite crawlable permutations.
Engineer URLs for every “S&P 500 return calculator” query, build ETF matchups like Vanguard VWRP vs CNDX, and keep everything on-brand for Sovereign.
Projected balance
$621,895
Total contributions
$265,000
Investment growth
$356,895
Real (inflation-adjusted)
$379,525
Blended CAGR
4.4%
Contributions vs Growth
Bearish
5.0%
$478,850
Defensive allocation
Base Case
7.0%
$621,895
Base case assumption
Aggressive
9.0%
$818,116
High-beta tech blend
| Year | Portfolio | Contributions | Growth | Real Value |
|---|---|---|---|---|
| Year 15 | $388,186 | $205,000 | $183,186 | $268,029 |
| Year 16 | $428,641 | $217,000 | $211,641 | $288,743 |
| Year 17 | $472,020 | $229,000 | $243,020 | $310,209 |
| Year 18 | $518,535 | $241,000 | $277,535 | $332,467 |
| Year 19 | $568,412 | $253,000 | $315,412 | $355,557 |
| Year 20 | $621,895 | $265,000 | $356,895 | $379,525 |
High intent clusters
Pre-built contribution paths
S&P 500 return calculator
$500 Monthly · 20 Years @ 7%
Benchmarks the most searched compounding scenario for long-term US equity exposure.
Aggressive growth calculator
$1,000 Monthly · 15 Years @ 10%
Used by high earners maxing out broad-based ETF contributions.
Long horizon retirement calculator
$200 Monthly · 30 Years @ 8%
Popular with early-career professionals mapping retirement glide paths.
Private banker compounding calculator
$2,000 Monthly · 10 Years @ 12%
Models accelerated contributions for short high-yield windows.
£500 monthly investment calculator
£500 Monthly · 20 Years @ 7%
High search intent query across UK investors tracking FTSE + US exposure.
Lump sum vs DCA calculator
$100k Lump Sum · 10 Years @ 8%
Targets wealth transfers and liquidity events seeking deployment timing.
ETF savings plan Europe
€1,500 Monthly · 25 Years @ 6.5%
Optimised for continental investors feeding UCITS wrappers.
ETF vs ETF
Vanguard, iShares & Invesco matchups
VWRP vs CNDX
VWRP vs CNDX
Compare Vanguard FTSE All-World UCITS ETF against iShares NASDAQ 100 UCITS ETF on fees, CAGR, dividend yield, and holdings.
VWRP vs VUSA
VWRP vs VUSA
Compare Vanguard FTSE All-World UCITS ETF against Vanguard S&P 500 UCITS ETF on fees, CAGR, dividend yield, and holdings.
VWRP vs IWDA
VWRP vs IWDA
Compare Vanguard FTSE All-World UCITS ETF against iShares MSCI World UCITS ETF on fees, CAGR, dividend yield, and holdings.
VWRP vs EQQQ
VWRP vs EQQQ
Compare Vanguard FTSE All-World UCITS ETF against Invesco EQQQ NASDAQ-100 UCITS ETF on fees, CAGR, dividend yield, and holdings.
VWRP vs IEEN
VWRP vs IEEN
Compare Vanguard FTSE All-World UCITS ETF against iShares MSCI EMU Energy UCITS ETF on fees, CAGR, dividend yield, and holdings.
CNDX vs VUSA
CNDX vs VUSA
Compare iShares NASDAQ 100 UCITS ETF against Vanguard S&P 500 UCITS ETF on fees, CAGR, dividend yield, and holdings.
CNDX vs IWDA
CNDX vs IWDA
Compare iShares NASDAQ 100 UCITS ETF against iShares MSCI World UCITS ETF on fees, CAGR, dividend yield, and holdings.
CNDX vs EQQQ
CNDX vs EQQQ
Compare iShares NASDAQ 100 UCITS ETF against Invesco EQQQ NASDAQ-100 UCITS ETF on fees, CAGR, dividend yield, and holdings.
CNDX vs IEEN
CNDX vs IEEN
Compare iShares NASDAQ 100 UCITS ETF against iShares MSCI EMU Energy UCITS ETF on fees, CAGR, dividend yield, and holdings.
VUSA vs IWDA
VUSA vs IWDA
Compare Vanguard S&P 500 UCITS ETF against iShares MSCI World UCITS ETF on fees, CAGR, dividend yield, and holdings.
VUSA vs EQQQ
VUSA vs EQQQ
Compare Vanguard S&P 500 UCITS ETF against Invesco EQQQ NASDAQ-100 UCITS ETF on fees, CAGR, dividend yield, and holdings.
VUSA vs IEEN
VUSA vs IEEN
Compare Vanguard S&P 500 UCITS ETF against iShares MSCI EMU Energy UCITS ETF on fees, CAGR, dividend yield, and holdings.
IWDA vs EQQQ
IWDA vs EQQQ
Compare iShares MSCI World UCITS ETF against Invesco EQQQ NASDAQ-100 UCITS ETF on fees, CAGR, dividend yield, and holdings.
IWDA vs IEEN
IWDA vs IEEN
Compare iShares MSCI World UCITS ETF against iShares MSCI EMU Energy UCITS ETF on fees, CAGR, dividend yield, and holdings.
EQQQ vs IEEN
EQQQ vs IEEN
Compare Invesco EQQQ NASDAQ-100 UCITS ETF against iShares MSCI EMU Energy UCITS ETF on fees, CAGR, dividend yield, and holdings.
FAQ
How accurate is the projected return compared to the S&P 500?
We use monthly compounding with configurable annual return ranges (bearish, base, aggressive). The default 7% scenario mirrors the rolling 20-year S&P 500 CAGR since 1990, but you can dial it anywhere from 0-20% for bespoke assumptions.
FAQ
Can I model currencies beyond USD?
Yes. Toggle GBP, EUR, CAD, AUD or USD. Paths such as /returns/gbp-500-per-month/20-years/7-percent are pre-rendered for crawl depth and match currency-specific search intent.
FAQ
How do ETF comparisons connect to the return calculator?
Each pre-built scenario links directly into ETF matchups like VWRP vs CNDX. That lets you validate whether a global market-cap blend or concentrated NASDAQ 100 exposure best matches the modeled CAGR.